+13,074.9%
LRCX vs TPR
+8,023.3%
+5,051.6%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.7% |
| 7D | +26.2% | -1.1% | +27.4% | +26.8% |
| 30D | -22.4% | +15.1% | -37.5% | -27.6% |
| 3M | -28.2% | -13.4% | -14.8% | -25.9% |
| 6M | -19.0% | +1.4% | -20.4% | -22.2% |
| YTD | +37.0% | +4.8% | +32.2% | +29.8% |
| 1Y | +45.5% | +29.2% | +16.3% | +26.3% |
| 3Y | +249.7% | +403.7% | -154.0% | +66.8% |
| 5Y | +293.9% | +230.8% | +63.0% | +118.0% |
| 10Y | +2,639.6% | +369.2% | +2,270.4% | +1,005.8% |
| All | +13,074.9% | +8,023.3% | +5,051.6% | +1,512.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded TPR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling